ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 199,294 Value ($000) $42,264 Avg Close — Range —
Q3 2025
Shares 114,533 Value ($000) $23,652 Avg Close — Range —
Q2 2025
Shares 88,782 Value ($000) $17,350 Avg Close — Range —
Q1 2025
Shares 70,867 Value ($000) $13,506 Avg Close — Range —
Q4 2024
Shares 48,752 Value ($000) $9,306 Avg Close — Range —
Q3 2024
Shares 20,411 Value ($000) $4,025 Avg Close — Range —
Q2 2024
Shares 4 Value ($000) $1 Avg Close — Range —